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Geopolitical Realignments
Section Overview
Highlights
Research & Ratings
Research
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Date
Document Type
Title
Issuer/Entity
02 Aug 2023
Sector Comment
Trade – Global: Accelerating digital trade confounds deglobalization narrative, but gains concentrated in a few economies
19 Jul 2023
Sector In-Depth
Geopolitics – China: Drive toward self-sufficiency in high-tech manufacturing faces some major hurdles
25 May 2023
Sector In-Depth
Macroeconomics – Global: Dollar dominance will persist for decades despite new challenges
11 May 2023
Sector In-Depth
Trade - Global: Global Trade Monitor - May 2023 (Slides)
13 Feb 2023
Sector Comment
Macroeconomics – Global: Global supply chain stress is easing and likely to continue even amid China's reopening
07 Feb 2023
Sector Comment
Nonfinancial Companies – EMEA: Russia's invasion of Ukraine will continue to have long-lasting credit effects
02 Feb 2023
Sector In-Depth
European Energy Monitor – February 2023: Energy supply has improved but strains are likely to persist into next winter
01 Feb 2023
Sector In-Depth
Waste Recycling and Packaging – North America: Rising plastic recycling demand will squeeze packagers, support waste management
01 Feb 2023
Sector In-Depth
Credit Conditions – Asia-Pacific : China’s growth, tighter funding and geopolitics will define 2023 conditions
30 Jan 2023
Sector Comment
Macroeconomics – US: US economy's controlled Q4 cooling will continue this year
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